Rea Wealth Management
Firm details
- Headquarters
- New Philadelphia, Ohio
- CRD number
- 108913
- Registered since
- November 21, 1997
- Website
- www.invp.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.34%
- Individuals23.67%
- Corporations / Businesses5.24%
- Pension & Profit Sharing Plans1.45%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
REA Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC since 1997. The firm serves both individual/family and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee model blends percentage-of-AUM billing with hourly charges. REA identifies itself as not being an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Cash & Cash Equivalents15%
- Exchange Traded Equities13%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$467M in ETFs
95%
$442M
1%
$25.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $40.3M | 570,397 | 8.62% |
Location
New Philadelphia, OH
Tuscarawas
Location
New Philadelphia, OH
Headquartered in New Philadelphia, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Tuscarawas
- Address
- 419 W High Ave
- Time zone
- ET (UTC-5)
- Office locations
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